diff --git a/point_of_sale/advanced_pricing_features.rst b/point_of_sale/advanced_pricing_features.rst index b20a2407a..91c8d14e4 100644 --- a/point_of_sale/advanced_pricing_features.rst +++ b/point_of_sale/advanced_pricing_features.rst @@ -5,8 +5,7 @@ Pricing Features .. toctree:: :titlesonly: - advanced_pricing_features/manual_discount - advanced_pricing_features/seasonal_discount + advanced_pricing_features/discounts advanced_pricing_features/discount_tags advanced_pricing_features/loyalty advanced_pricing_features/pricelists diff --git a/point_of_sale/advanced_pricing_features/discounts.rst b/point_of_sale/advanced_pricing_features/discounts.rst new file mode 100644 index 000000000..bef64d1ba --- /dev/null +++ b/point_of_sale/advanced_pricing_features/discounts.rst @@ -0,0 +1,101 @@ +=============== +Apply Discounts +=============== + +By offering discounts, you can entice your customers and drastically +increase your revenue. It is vital to offer discounts, whether they are +time-limited, seasonal or manually given. + +To manage discounts, Odoo has powerful features that help set up a +pricing strategy tailored to every business. + +Apply manual discounts +====================== + +If you seldom use discounts, applying manual ones might be the easiest +solution for your Point of Sale. + +You can either apply a discount on the whole order or on specific +products inside an order. + +Apply a discount on a product +----------------------------- + +From your PoS session interface, use the *Disc* button. + +.. image:: media/discounts_01.png + :align: center + :alt: View of the discount button for manual discount + +Then, you can input a discount over the product that is currently +selected. + +Apply a global discount +----------------------- + +To apply a discount on the whole order, go to :menuselection:`Point of +Sales --> Configuration --> Point of Sale` and select your PoS. + +Once on your PoS form, select *Global Discounts*, under the *Pricing* category. + +.. image:: media/discounts_02.png + :align: center + :alt: View of the feature to enable for global discount + +Now, you have a new *Discount* button appearing on your PoS interface. + +.. image:: media/discounts_03.png + :align: center + :alt: View of the button to use for global discount via the pos interface + +Click on it and enter the wanted discount. + +.. image:: media/discounts_04.png + :align: center + :alt: View of the discount offered in the payment summary + +.. note:: + On this example, there is a global discount of 50% as well as a specific + 50% discount on oranges. + +Apply time-limited discounts +============================ + +To activate time-limited discounts, you must activate the *Pricelists* +feature. To do so, go to :menuselection:`Point of Sales --> +Configuration --> Point of Sale` and open your PoS. Then, enable the +pricelist feature. + +.. image:: media/discounts_05.png + :align: center + :alt: View of the pricelist feature + +Once activated, you must choose the pricelists you want to make +available in the PoS and define a default one. + +Create a pricelist +------------------ + +By default, Odoo has a *Public Pricelist* configured. To create more, +go to :menuselection:`Point of Sale --> Products --> Pricelists`. Then +click on create. + +When creating a pricelist, you can set several criteria to use a +specific price: period, min. quantity, etc. You can also decide to apply +that pricelist on specific products or on the whole range. + +.. image:: media/discounts_06.png + :align: center + :alt: View of a time-limited pricelist for two products + +Using a pricelist with the PoS interface +---------------------------------------- + +On the PoS interface, a new button appears. Use it to select a +pricelist. + +.. image:: media/discounts_07.png + :align: center + :alt: View of the button to use for time-limited discounts via the pos interface + +Click on it to instantly update the prices with the selected pricelist. Then, you can finalize the order. \ No newline at end of file diff --git a/point_of_sale/advanced_pricing_features/manual_discount.rst b/point_of_sale/advanced_pricing_features/manual_discount.rst deleted file mode 100644 index e1ec88f43..000000000 --- a/point_of_sale/advanced_pricing_features/manual_discount.rst +++ /dev/null @@ -1,45 +0,0 @@ -====================== -Apply manual discounts -====================== - -If you seldom use discounts, applying manual discounts might be the -easiest solution for your Point of Sale. - -You can either apply a discount on the whole order or on specific -products. - -Apply a discount on a product -============================= - -From your session interface, use *Disc* button. - -.. image:: media/manual_discount01.png - :align: center - -You can then input a discount (in percentage) over the product that is -currently selected and the discount will be applied. - -Apply a global discount -======================= - -To apply a discount on the whole order, go to :menuselection:`Point of -Sales --> Configuration --> Point of sale` and select your PoS interface. - -Under the *Pricing* category, you will find *Global Discounts* -select it. - -.. image:: media/manual_discount02.png - :align: center - -You now have a new *Discount* button in your PoS interface. - -.. image:: media/manual_discount03.png - :align: center - -Once clicked you can then enter your desired discount (in percentages). - -.. image:: media/manual_discount04.png - :align: center - -On this example, you can see a global discount of 50% as well as a -specific product discount also at 50%. diff --git a/point_of_sale/advanced_pricing_features/media/discounts_01.png b/point_of_sale/advanced_pricing_features/media/discounts_01.png new file mode 100644 index 000000000..cb26ea26f Binary files /dev/null and b/point_of_sale/advanced_pricing_features/media/discounts_01.png differ diff --git a/point_of_sale/advanced_pricing_features/media/discounts_02.png 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deleted file mode 100644 index a8e81e708..000000000 --- a/point_of_sale/advanced_pricing_features/seasonal_discount.rst +++ /dev/null @@ -1,50 +0,0 @@ -============================ -Apply time-limited discounts -============================ - -Entice your customers and increase your revenue by offering time-limited -or seasonal discounts. Odoo has a powerful pricelist feature to support -a pricing strategy tailored to your business. - -Configuration -============= - -To activate the *Pricelists* feature, go to :menuselection:`Point of -Sales --> Configuration --> Point of sale` and select your PoS interface. - -.. image:: media/seasonal_discount01.png - :align: center - -Choose the pricelists you want to make available in this Point of Sale -and define the default pricelist. You can access all your pricelists by -clicking on *Pricelists*. - -Create a pricelist -================== - -By default, you have a *Public Pricelist* to create more, go to -:menuselection:`Point of Sale --> Catalog --> Pricelists` - -.. image:: media/seasonal_discount02.png - :align: center - -You can set several criterias to use a specific price: periods, min. -quantity (meet a minimum ordered quantity and get a price break), etc. -You can also chose to only apply that pricelist on specific products or -on the whole range. - -Using a pricelist in the PoS interface -====================================== - -You now have a new button above the *Customer* one, use it to -instantly select the right pricelist. - -.. image:: media/seasonal_discount03.png - :align: center - -You can see the price is instantly updated to reflect the pricelist. You -can finalize the order in your usual way. - -.. note:: - If you select a customer with a default pricelist, it will be - applied. You can of course change it. diff --git a/redirects.txt b/redirects.txt index 676445e89..65c6e079d 100644 --- a/redirects.txt +++ b/redirects.txt @@ -103,6 +103,8 @@ point_of_sale/advanced/cash_rounding.rst point_of_sale/shop/cash_rounding.rst point_of_sale/overview/start.rst point_of_sale/overview/getting_started.rst # start --> getting_started (#600) point_of_sale/shop/refund.rst point_of_sale/overview/getting_started.rst # shop/refund --> overview/getting_started (#600) point_of_sale/analyze/statistics.rst point_of_sale/overview/getting_started.rst # analyze/statistics --> overview/getting_started (#600) +point_of_sale/advanced_pricing_features/manual_discount.rst point_of_sale/advanced_pricing_features/discounts.rst # manual_discount --> discounts (#611) +point_of_sale/advanced_pricing_features/seasonal_discount.rst point_of_sale/advanced_pricing_features/discounts.rst # seasonal_discount --> discounts (#611) quality/control_points.rst quality/control/control_points.rst # /* --> control/* (#469) quality/alert_mo.rst quality/alert/alert_mo.rst # /* --> alert/* (#469)